Robotaxis Are Priced Like Software, but Scale Like Infrastructure
The robotaxi market is being priced as if autonomy were a pure software product, a view amplified by Tesla’s shift toward a “physical AI” narrative. Analysts link the company’s soaring valuation to future robotaxi and humanoid‑robot revenue rather than traditional vehicle sales. In practice, autonomous fleets are expanding like infrastructure—slowly, locally, and constrained by regulatory, safety and capital hurdles. This divergence is forcing a reassessment of timelines, cost structures, and where true value will be captured.
150 New Fast EV Chargers To Use 100% Renewable Energy
Despite a slowdown in U.S. electric‑vehicle sales, Rivian is expanding its public charging footprint with more than 150 new DC fast chargers slated for Caruso‑managed properties in Los Angeles. The chargers will be powered 100% by renewable sources—solar and wind—ensuring each...
Congress Seeks to Prevent China From Building Cars in the US. Good Idea?
Congress is drafting legislation to prohibit Chinese automakers from building vehicles in the United States and from selling cars that enter via Mexico or Canada. Chinese brands such as Geely, BYD and Great Wall already have a foothold in border...
Oman Q1 2026: Toyota up to 49.5% Share
Oman’s new‑car market contracted 6.1% year‑on‑year in Q1 2026, delivering 17,354 units. Toyota’s sales held steady (+0.4%) and its share rose from 46.3% to 49.5%, edging close to half the market. Hyundai posted a modest 2.2% gain, while Nissan surged 53%...
Fully-Electric Mercedes-AMG GT 4-Door Coupe to Be Revealed on May 19
Mercedes‑AMG will unveil its first fully electric GT 4‑Door Coupe on May 19, expanding the brand’s performance lineup into the EV arena. The model draws heavily from the GT XX concept, which boasted a 1,322‑horsepower tri‑motor architecture and an estimated 223 mph...
Iraq Q1 2026: Sales Down -33.3%, Jetour (+23.9%) Island of Growth
Iraq’s new‑car market contracted sharply in Q1 2026, falling 33.3% year‑over‑year to just 29,765 units. Kia led the decline with a 41.4% drop, slipping to a 24.5% share, while Toyota fell 32.8% but stayed just ahead of Kia. Nissan proved resilient,...
Bahrain Q1 2026: Market Down -18.4%, Haval up to #3 Brand
Bahrain’s new‑car market contracted 18.4% year‑on‑year in Q1 2026, with total registrations slipping to 7,463 units. Despite the downturn, Toyota expanded its share to 37%, while Jetour more than doubled its footprint to 11.7% and Haval rose to the #3 spot...
China Suspends New Robotaxi Permits After Baidu's Wuhan Outage, Report Says
China has suspended the issuance of new robotaxi permits after a mass outage of Baidu’s Apollo Go fleet in Wuhan. The incident on March 31 left several autonomous vehicles stalled on busy overpasses, prompting a safety review by three regulatory agencies. The...
Yemen Q1 2026: Toyota Back up to 93% Share
Yemen's new‑car market grew 27.5% in Q1 2026, reaching 3,312 units sold. Toyota captured 93% of the market, up 35% year‑on‑year, while Lexus held the only other notable share at 4.5%. The Toyota Hilux led model sales with a 38.9% share,...
Geely Q1 Profit Falls 27% as Currency Fluctuations Weigh on Results
Geely Auto reported a 27% drop in profit attributable to shareholders, falling to 4.17 billion yuan ($609 million) in Q1, largely because of adverse foreign‑exchange movements. Excluding FX, core profit surged 31% to 4.56 billion yuan, underscoring strong operating performance. Revenue rose 15%...
Syria Q1 2026: Kia Topples Hyundai in Reviving Market
The Syrian new‑car market rebounded dramatically in Q1 2026, climbing from just 103 units in the same period a year earlier to an estimated 1,828 sales annually. Six manufacturers have re‑entered the market, with Kia seizing the lead at a 43.5%...
XPENG Releases World Model Technical Report, Powering VLA 2.0 Model R&D And Verification
XPeng (NYSE: XPEV) released its X‑World technical report, detailing a controllable, multi‑view generative world model built on video diffusion technology. The model powers the company’s VLA 2.0 autonomous‑driving stack, enabling real‑time, cross‑view video simulation for closed‑loop testing, online reinforcement learning, and...
E-Fuels in Cars: Unaffordable for Drivers
An independent study commissioned by Transport & Environment finds that producing e‑petrol by 2030 will cost about €4 per litre (≈$4.40) and sell at roughly €7 per litre (≈$7.70), four times the price of fossil gasoline. The analysis shows that...
It’s Official: EV Tax Breaks Are Upper-Class Welfare
The Australian government’s Fringe Benefits Tax exemption for battery electric vehicles is projected to cost the Treasury about $0.9 billion USD in the 2025‑26 fiscal year, up from roughly $60 million USD. Officials claim the benefit supports middle‑income earners, yet Australian Tax...
Capital Is King: How Wall Street Is Funding the Autonomy Economy
Wall Street is re‑investing billions into the emerging autonomy economy as the Physical AI tailwind redirects capital from pure software to hardware that interacts with the real world. Investors are favoring dual‑use startups that can monetize defense, mining or other...
Have You Ever Bought A Car From An Online Car Dealership?
The auto market is increasingly shifting to fully digital transactions, with companies like Carvana, Vroom and CarMax allowing consumers to browse, finance, and sign for a vehicle without ever stepping into a showroom. The model draws on Saturn’s legacy of...
Tesla’s Biggest Rivals Fights Charging Wait Times with a Modern Approach
Tesla introduced a virtual‑queue system that assigns Supercharger turns using geofencing, aiming to curb driver disputes during peak demand. BYD, Tesla’s chief Chinese rival, is tackling the same bottleneck by rolling out 1,500‑kW Flash Charging paired with its second‑generation Blade...
Capital Is King: How Wall Street Is Funding the Autonomy Economy
In a recent Road to Autonomy podcast, TD Cowen’s technology investment banking director Taylor Brownstein explained how Wall Street is channeling capital into the autonomy economy. After a 2021‑2023 hype cycle, autonomous vehicle and truck markets are rebounding thanks to genuine...
Waymo Begins Tests in Portland
Waymo announced the start of autonomous‑vehicle testing in Portland, Oregon, marking its presence in more than 20 U.S. cities. The initial phase still requires a safety driver behind the wheel, allowing the company to collect data in a region that...
Tesla Model Y L Gets Biggest Hint yet that It’s Coming to the U.S.
Tesla’s longer‑wheelbase Model Y L, currently sold in China, is generating strong speculation about a U.S. debut after a coordinated influencer tour of China and Australia. The L version adds roughly five inches to the wheelbase, optional captain’s chairs, and...
Geely Galaxy M7 Hybrid SUV Hits Market with Aggressive Pricing and Long Range
Geely Galaxy unveiled the M7 compact plug‑in hybrid SUV with a limited‑time price of 109,800 yuan (≈$16,060), positioning it against BYD’s budget‑friendly models. The M7 delivers a pure‑electric range of 225 km and a combined range of 1,730 km, while fast‑charging from 30%...
The "Kill" Switch
Congress’ 2021 infrastructure law mandates that new vehicles embed technology to detect impaired driving, turning cars into data‑collecting platforms. The system combines cabin cameras, steering sensors and emerging breath or skin‑based alcohol detectors, initially marketed as safety features but increasingly...
Tesla Begins Probing Owners on FSD’s Navigation Errors with Small but Mighty Change
Tesla’s latest Full Self‑Driving update (v14.3.2, version 2026.2.9.9) replaces the generic “Other” option in the intervention menu with a dedicated “Navigation” label. The change lets owners directly report map‑related disengagements, giving Tesla cleaner data on routing and speed‑limit errors. Navigation...
Truck Sales Drive GM’s Q1 Profitability as Company Raises Earnings Guidance
General Motors posted a 21.9% jump in adjusted Q1 earnings, driven by a dominant 42% U.S. full‑size pickup market share. Revenue slipped 0.9% to $43.6 billion, while net income fell 5.7% to $2.6 billion after a $1.1 billion settlement with EV suppliers. Adjusted...
Hyundai Takes Wraps Off 2027 Ioniq 9 Calligraphy Black Ink Model
Hyundai unveiled the 2027 Ioniq 9 AWD Performance Calligraphy Black Ink, its most upscale electric SUV yet, at the new Metaplant America in Savannah, Georgia. The limited‑edition model features an all‑black exterior and interior, a 110.3 kWh battery with 800‑volt architecture, and...
Zimbabwe SMEs Set to Power Green Revolution as Lithium Drives EV Boom
Zimbabwe, home to the continent’s largest lithium deposits, is positioning its micro, small and medium enterprises (MSMEs) as key players in the global electric‑vehicle supply chain. Minister Monica Mutsvangwa announced at the Zimbabwe International Trade Fair that the country’s 126 million‑tonne...
BYD Denza Launches Second-Gen D9 with Ultra-Fast Charging to Defend MPV Market Share
BYD’s premium sub‑brand Denza unveiled the second‑generation D9 MPV, priced from 359,800 yuan (≈$52,730) and offered in both BEV and PHEV trims. The model features BYD’s second‑gen Blade Battery and flash‑charging tech that lifts the charge from 10 % to 70 % in...
Waymo Says Expecting Robotaxis Not to Block Bike Lanes Is “Too High a Bar”
Waymo disclosed that its robotaxis routinely pull into bike lanes for passenger pick‑ups and drop‑offs, labeling the expectation that they stay out of those lanes as “too high a bar.” The admission, made to bike‑advocacy groups, highlights a gap between...
I’ve Seen the Future of Electric Vehicles, and Gen Z Will Love It
The electric‑vehicle (EV) market is pivoting from individual ownership to rideshare fleets, a shift driven by Gen Z’s preference for on‑demand mobility. Companies such as Waymo, Uber, and Tesla are pouring capital into all‑electric robotaxi programs, with Uber committing over $1 billion...
OEMs Lock Control While Risk Moves Downstream
The post argues that original equipment manufacturers (OEMs) are increasingly locking down vehicle architectures early, as illustrated by Tesla’s upcoming Cybercab SOP, recent tariff escalations, and tightening rare‑earth supplies. By standardizing hardware and software platforms, OEMs shift cost, compliance and...
How the 160–220% Anode Tariff Died in 8 Months
In February 2026 the U.S. Department of Commerce recommended antidumping and countervailing duties that would have pushed effective tariffs on Chinese active anode material to 160‑220%, but the U.S. International Trade Commission voted 2‑1 on March 12 to reject those...
Tesla Expands Robotaxi in a Way that Was Long Anticipated
Tesla launched an Android version of its Robotaxi app on April 24, extending the driverless ride‑hailing service beyond iOS. The new app lets Android users hail Model Y robotaxis, view fares, control climate, seats, and music, and receive real‑time trip updates. By...
Leapmotor Reportedly Plans Second Brand for Higher-End EV Market
Leapmotor, backed by Stellantis, announced plans to launch a new premium brand in 2027 aimed at vehicles priced above 300,000 yuan (about $44,000). The Chinese EV maker posted a net profit of 540 million yuan ($79 million) in 2025 and delivered 596,555...
126 New EV Fast Chargers Are Coming To Oregon
Oregon's Climate Office announced the deployment of 126 DC fast‑charging ports across 24 sites along Interstate 84 and highways 20, 26, 97, and 101, funded by NEVI Round 2 grants. Each station will feature at least four 150 kW ports with CCS and NACS connectors and will...
US Lowers Automotive Steel Tariffs—Strings Attached
The United States announced it will halve the tariff on steel used in heavy‑duty vehicles imported from Mexico, dropping the rate from 50% to 25%. The move reverses a key element of the Trump‑era trade war and is intended to...
Mobileye Sure Doesn’t Lack Confidence, But Can It Deliver L4?
Mobileye’s EVP Nimrod Nehushtan told investors that the company may be the only robotaxi enabler able to meet Europe’s strict regulatory and KPI demands, positioning Mobileye as a future market leader. The claim is viewed skeptically because Mobileye has repeatedly...
Tesla Launches Solution to End Supercharger Fights Once and for All
Tesla is rolling out a Virtual Supercharger Queue that uses the Tesla app to inform drivers of real‑time wait times and their position in line. When a station is full, the app sends a location‑based prompt asking whether the driver...
Tesla Cybercab Gets Crazy Change as Mass Production Begins
Tesla has begun mass production of its Cybercab robotaxi at Giga Texas, debuting the first unit, VIN Zero, with a striking champagne‑gold glossy finish. The new high‑gloss coating replaces the matte wraps shown at the 2024 “We, Robot” event and...
Li Auto Accelerates Global Push with New Middle East and Asia Partnerships
Li Auto announced strategic partnerships with UAE’s Al Fahim Motors and Saudi Arabia’s Mohamed Naghi Motors to bring its L‑series extended‑range electric vehicles to the Middle East. The Chinese NEV maker also unveiled a rollout plan for Cambodia, Laos, Macau...
Tesla’s Dedicated Superchargers Signal the Real Strategy as Robotaxi Scale Delayed
Tesla has filed permits for 56 private V4 Superchargers in Chandler and a second depot in Mesa, Arizona, signaling a shift to dedicated robotaxi charging infrastructure as its original 12‑market rollout slips to the third quarter. The company simultaneously launched...
Poland March 2026: Market up 20.4%, Volvo XC60 Repeats at Record #4, BMW X1 in Top 10
Poland’s new‑passenger‑car market surged 20.4% year‑to‑date, reaching 63,900 units in March and lifting Q1 volume 6.7% to 151,650. The top‑five brand lineup stayed unchanged, with Toyota slipping to 12.8% share while Skoda, Volkswagen, BMW and Audi round out the group....
8 Best Small Cap EV Stocks to Buy Right Now
The article spotlights eight small‑cap electric‑vehicle (EV) stocks, arguing that the most compelling opportunities now lie with supply‑chain enablers rather than headline automakers. It highlights Polestar Automotive, which posted a 34% year‑over‑year sales jump to 60,119 units and bolstered its...
5 Best Small Cap EV Stocks to Buy Right Now
Wolfspeed, Inc. announced the appointment of Yasuhisa Harita as regional president for Asia‑Pacific, effective June 1, 2026, to drive its commercial strategy across Japan, Korea and ASEAN. The company also completed a private placement that raised $379 million in convertible notes and...
Revisiting My 2022 Prediction About EVs
In a follow‑up to his 2022 Forbes column, the author reexamines the hype surrounding electric vehicles (EVs) and finds that adoption has stalled rather than accelerated. While EVs briefly reached about 5% of U.S. new‑car sales, growth has plateaued and...
TESLA Q1 Was Confusing. Technical and Business Decoding Is Required
Tesla’s Q1 2026 report showed rising free cash flow, expanding margins and an earnings beat, but investors were spooked by higher capital expenditures and the absence of a firm timeline for scaled unsupervised robotaxis. Full Self‑Driving (FSD) subscriptions jumped to...
$30 Million In EV Incentives Approved In New York
New York Governor Kathy Hochul announced a $30 million state‑funded electric‑vehicle rebate program to offset the recent rollback of federal incentives. The Drive Clean Rebate, launched in 2017, has already issued more than 228,000 rebates, helping place roughly 324,000 EVs on...
Formula E Unveils GEN4 Car As Series Eyes Berlin Double-Header
Formula E unveiled its GEN4 car at Circuit Paul Ricard, delivering a 0‑100 km/h sprint in 1.8 seconds and featuring permanent all‑wheel drive with 600 kW output. The vehicle is marketed as the world’s first 100 % recyclable race car, using recycled carbon‑fiber bodywork and a...
Tesla Plans to Resolve Its Angriest Bunch of Owners: Here’s How
Tesla acknowledged that its older Hardware 3 (HW3) self‑driving computers cannot support unsupervised Full Self‑Driving (FSD) and announced a remediation plan. HW3 owners who purchased FSD will be offered discounted trade‑ins or retrofits to the newer AI4 (Hardware 4) platform,...
Europe March 2026: Sales up 11.1%, Tesla Model Y Distant Leader Above Nissan Qashqai
European new‑car registrations surged 11.1% year‑on‑year in March 2026, reaching 1,581,169 units and lifting Q1 growth to 4.1%. Battery‑electric vehicle (BEV) sales exploded 41.7% to 344,064 units, capturing a 21.8% market share. Tesla’s Model Y vaulted to the top‑selling model with...
AstaZero Test Ground in Sweden Hosts 5GAA Connected Mobility Service Demonstrations
At the AstaZero proving ground near Gothenburg, the 5G Automotive Association conducted live demonstrations of connected mobility services. The showcases featured satellite‑based vehicle connectivity, safe‑road applications, and cooperative perception technologies operating in real traffic conditions. By testing across borders, the...